Commonwealth Financial Network

  • Asset Management Portfolio Administrator

    Job Locations US-MA-Waltham
    Job ID
    W-2018
    # of Openings
    1
    Category
    PPS Direct Operations
    Type
    Full-Time
  • Overview

    So you’re looking for something different in a financial services firm? In that endless sea of online job postings, you want to find the best work/life balance for yourself (of course!). On the list of your “must haves” is a high degree of focus on your individual development. It is also important for you to be part of a profitable and modern company culture—one that equally values its commitment of delivering indispensable service with a legacy of having fun. We hear you!

     

    Our progressive company is dedicated to helping you grow as a professional, all while enjoying events like our annual bocce tournament, in-house clubs, movie trivia, cornhole games, potlucks, summer outings, holiday bashes, and more. If you are looking for a unique opportunity where your talents can make a difference on a broad scale, then our engaging Preferred Portfolio Services® (PPS) Direct/Select team is the place for you. Come join us and be a part of something special.

     

    Discover what it’s like to be psyched to come to work every day! We offer you:

     

    • Generous bonus and stock option incentive plans
    • Use of our chairman’s vacation properties (Cape Cod, Lake Winnipesaukee, Sunday River, Key Biscayne, Las Vegas, Park City, the Bahamas, and the Dominican Republic) at no cost
    • Fully paid maternity leave (12 weeks) and spousal leave (3 weeks)
    • A more relaxed, “dress for your day” dress code
    • A free on-site fitness center
    • Ample opportunity to volunteer with and support local charities
    • A VTO (volunteer time off) day to use toward a cause that’s important to you
    • Tuition reimbursement
    • Free breakfast on Fridays
    • A competitive benefits package—and much more

    About the Opportunity

    Our PPS Direct/Select team is looking to add a portfolio administrator to its ranks—a result of the higher demand for the products we support. In this role, you will play an integral part in the timely and accurate processing of our business, in addition to supporting the processing of the subadvised and strategist program held within Commonwealth’s PPS platform.
     
    Are your analytical skills top notch? Do you excel in a fast-paced environment where the demands and expectations can be high? To succeed in this role—and thrive on our team—you must be an exceptionally detail-oriented and energetic self-starter who can work independently both comfortably and confidently. If you think you have what it takes—and you’re passionate about being a team player—then let’s introduce ourselves.

    Responsibilities

    • Working with PPS Direct/Select traders to ensure the timely trading of accounts
    • Monitoring and handling BOS queue cases
    • Reviewing and handling all task items for the Envestnet program
    • Creating and running reports
    • Maintaining the accuracy of the data in the trading system
    • Servicing advisors who call into our phone queue

    Qualifications

    • 1–2 years of financial services experience
    • Ability and willingness to learn new things
    • FINRA Series 7 securities registration
    • Excellent organizational skills
    • Extremely detailed oriented
    • Exemplary customer service skills
    • Knowledge of Microsoft Word, Excel, and Outlook
    • Working knowledge of BOS and FBSI

    Summary

    Have we piqued your curiosity? Can you see yourself thriving in this career opportunity, as well as our Anything but Common® workplace culture? If so—and if your background and experience align with our needs—please do submit your application right away.

     

    Commonwealth Financial Network® is an equal opportunity employer that is committed to a diverse workforce.

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